When Jeff Bezos said that one breakthrough technology would shape Amazon’s destiny, even Wall Street’s biggest analysts were caught off guard. Fast forward a year and Amazon’s new CEO Andy Jassy described generative AI as a “once-in-a-lifetime” technology that is already being used across Amazon to reinvent customer experiences. At the 8th Future Investment Initiative conference, Elon Musk predicted that by 2040 there would be at least 10 billion humanoid robots, with each priced between $20,000 and $25,000 ...

When Jeff Bezos said that one breakthrough technology would shape Amazon’s destiny, even Wall Street’s biggest analysts were caught off guard. Fast forward a year and Amazon’s new CEO Andy Jassy described generative AI as a “once-in-a-lifetime” technology that is already being used across Amazon to reinvent customer experiences. At the 8th Future Investment Initiative conference, Elon Musk predicted that by 2040 there would be at least 10 billion humanoid robots, with each priced between $20,000 and $25,000 ...

When Jeff Bezos said that one breakthrough technology would shape Amazon’s destiny, even Wall Street’s biggest analysts were caught off guard. Fast forward a year and Amazon’s new CEO Andy Jassy described generative AI as a “once-in-a-lifetime” technology that is already being used across Amazon to reinvent customer experiences. At the 8th Future Investment Initiative conference, Elon Musk predicted that by 2040 there would be at least 10 billion humanoid robots, with each priced between $20,000 and $25,000 ...

"Google's false representation that it would always use a combination of its house mark and Flow was intended to buy time to allow it to swamp Autodesk's place in the market." That said, Wall Street is bullish on Autodesk. Recently, on February 2, Kash Rangan from Goldman Sachs upgraded the stock from Hold to Buy without disclosing any price targets. On the same day, J.P. Morgan also upgraded the stock from Hold to Buy and maintained the $319 price target. Autodesk, Inc. (NASDAQ:ADSK) is one of the Profitab ...

When Jeff Bezos said that one breakthrough technology would shape Amazon’s destiny, even Wall Street’s biggest analysts were caught off guard. Fast forward a year and Amazon’s new CEO Andy Jassy described generative AI as a “once-in-a-lifetime” technology that is already being used across Amazon to reinvent customer experiences. At the 8th Future Investment Initiative conference, Elon Musk predicted that by 2040 there would be at least 10 billion humanoid robots, with each priced between $20,000 and $25,000 ...

智通财经APP获悉，根据美国证券交易委员会(SEC)披露，资管巨头贝莱德递交了截至2025年12月31日的第四季度持仓报告(13F)。 从持仓比例变化来看，前五大买入标的为：谷歌-A、谷歌-C、礼来、美光(MU.US)、苹果。 据统计，贝莱德第四季度持仓总市值为5.92万亿美元，上一季度总市值为5.71万亿美元，环比增长3.67%。该基金在第四季度的投资组合中新增了247只个 股，增持了3309只个股，减持了1546只个股，清仓了165只个股。其中前十大持仓标的占总市值的30.41%。 前五大卖出标的包括：标普500ETF-SPDR CALL(SPY.US.CALL)、ServiceNow(NOW.US)、Strategy(MSTR.US)、AT&T(T.US)、Kellanova (原股票代码：K， 现已退市)。 | 2025-12-31 | | | --- | --- | | 13F Activity | | | Market Value | $5.92t, Prior: $5.71t | | Inflows (Outflows) as % of Total MV | +1.4793% | | New P ...

Market Analysis by covering: Alphabet Inc Class A. Read 's Market Analysis on Investing.com ...

Core Insights - The article highlights the performance and outlook of several companies, including Alphabet Inc., Caterpillar Inc., T-Mobile US, Inc., and Onfolio Holdings, Inc., based on recent research reports from Zacks Equity Research [2][4][10][13]. Alphabet Inc. (GOOGL) - Alphabet's shares have outperformed the Zacks Internet - Services industry over the past six months, with a growth of 53.1% compared to the industry's 45.7% [4]. - The company is experiencing accelerated growth in AI infrastructure, Google Cloud, and Search, with Google Cloud reporting a backlog of $240 billion, up 55% sequentially [4][5]. - Alphabet has over 325 million paid subscriptions across its consumer services, with significant adoption of Google One and YouTube Premium [5]. - The launch of personal intelligence in AI Mode and the Gemini app is expected to enhance Alphabet's prospects, although competition in cloud computing remains a concern [6]. Caterpillar Inc. (CAT) - Caterpillar's shares have outperformed the Zacks Manufacturing - Construction and Mining industry, increasing by 88.8% over the past six months [7]. - The company returned to earnings growth in Q4 2025, with a modest increase of 0.4% after five quarters of declines, despite ongoing tariff headwinds projected to impact $2.6 billion in 2026 [8]. - A record backlog of $51.2 billion is expected to support future sales, with growth driven by rising construction activity and steady commodity demand [9]. T-Mobile US, Inc. (TMUS) - T-Mobile's shares have underperformed the Zacks Wireless National industry, declining by 16.2% over the past six months [10]. - The company reported strong Q4 2025 results, exceeding Zacks Consensus Estimates, driven by significant growth in service revenues and postpaid net customer additions [11]. - In Q4, T-Mobile added 2.4 million postpaid net customers, with a bullish outlook for fiscal 2026 supported by efficient capital management [12]. Onfolio Holdings, Inc. (ONFO) - Onfolio's shares have underperformed the Zacks Internet - Commerce industry, with a decline of 52.7% over the past six months [13]. - The company is facing persistent net losses and rising SG&A expenses, with challenges related to heavy amortization from acquisitions and increasing debt [13][14]. - Despite these challenges, Onfolio is experiencing solid revenue and gross margin expansion, driven by a diversified portfolio and growth in recurring service contracts [15].

在这样的市场背景下，数据中心不仅是 AI 应用落地的基础设施，更成为产业链上下游企业利润增长和技术竞争的核心支撑。 近年来，AI 驱动的数据中心建设进入 全球加速阶段 。 2 月 2026 最新新闻显示， Meta 已在美国印第安纳州启动 100 亿美元级数据中心建设 ，计划在 2027–2028 年投入运营，彰显大科技公司对 AI 算力部署的战略重视。 同一天， 法国 AI 公司 Mistral AI 宣布 14 亿欧元投资，在瑞典建设新数据中心 ，加 强欧洲独立算力基础设施布局。 与此同时， OpenAI 与三星 SDS、SK Telecom 的合作也将于 2026 年 3 月在韩国启动新数据中心建设 ，标志着国际合作在本地算力基础设施建设上的推 进。 在运营层面，全球最大数据中心运营商 Equinix 预计 2026 年收入将超过预期 ，并计划在印度和印度尼西亚等地扩建新站点，以满足 AI 和云服务需求。 另外在美国， 能源与基础设施合作也在加速 ：Constellation Energy 与 CyrusOne 达成 380 兆瓦电力供应协议 ，支持德州新数据中心项目的扩张，反映出 能源供应与基础建设与 ...

2026.02. 13 北京时间2月13日，谷歌发布了Gemini3DeepThink的重大升级，作为专门用于复杂任务的推理模式， DeepThink旨在解决科学、工程领域的诸多挑战。 值得一提的是，去年9月加入谷歌DeepMind的清华物理系知名研究者姚顺宇（ShunyuYao）也是这次 DeepThink新模型的核心参与者，他在今天发帖号召大家体验新模型。 谷歌CEO桑达尔·皮查伊（SundarPichai）发帖表示，"我们与科学家和研究人员紧密合作，对 DeepThink进行了改进，以应对棘手的现实挑战。"这些挑战往往缺乏明确的指导原则或唯一的正确答 案，数据也常常杂乱无章或不完整。DeepThink将科学知识与日常工程实践相结合，推动实际应用。 本文字数：1788，阅读时长大约3分钟 作者 | 第一财经 刘晓洁 具体来说，在"人类最后的考试"测试中DeepThink取得了48.4%的成绩（不使用工具的情况下），刷 新该测试的最佳纪录。而ClaudeOpus4.6的成绩为40%，OpenAI的GPT-5.2成绩为34.5%。 在ARC-AGI-2测试中，DeepThink取得了前所未有的84.6%的成绩 ...